- Sort list… in the order you prefer.
- See ‘new items’ only… Print hard copies as needed.
- Full bond descriptions…Assure more accurate trades.
- An item is selected from the offering list (at the top), a ticket is presented (above) and the current offering is shown to verify availability.
- The rep completes the order according to the rules established by the firm and implemented by the system.
- The rep reviews the ticket before submission, thereby minimizing entry errors
- Order sends the trade to the desk for review and approval.
- No more guessing about the accrued interest or total money on a proposed trade.
Create Offering Lists… select bonds to email to your customer.
Trade info available to reps & managers…
- The rep can check their open & closed orders.
- View past trades.
- Production by rep lets you identify your top performers.